Treasures Relationship Manager
DBS · Dubai
On-site · DubaiFull TimeMid LevelFinance & Banking
Posted 1 day ago1d agoApply link checked 4 hours ago
Why we think you can apply
- Employer country
- United Arab Emirates · Dubai
- Hiring model
- UAE-based role · the employer hires in the UAE
- Work from
- Dubai · on-site
- Time-zone overlap
- Gulf Standard Time · none needed
Posted 1 day ago · apply link checked 4 hours ago
About the role
Responsibilities
- Acquire new affluent customers and identify business opportunities through cross-selling and referrals
- Provide tailored solutions across banking, insurance, and investment products via Financial Needs Analysis (FNA)
- Manage customer portfolios and offer suitable wealth management products based on risk profiles
- Maintain regular contact with existing customers to deepen relationships and reduce attrition
- Execute financial transactions and handle customer inquiries regarding treasury and investment products
- Adhere to bank policies, KYC, AML, and regulatory requirements imposed by HKMA and SFC
Requirements
- Minimum 3 years of sales experience in consumer banking, preferably in the affluent segment
- Consistent sales track record in wealth management products
- Degree holder, preferably in business or finance
- Registered RI [Regulated Activities: Type 1 & 4] with HKSI Licensing Examination Papers 1, 7 & 8
- Registered TR with IIQE papers 1, 2, 3 & 5
- Fluency in Mandarin and English
- CFP or CFA designation is an advantage
About the Company
DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered in Singapore, it is recognized as one of the world's best and safest banks, leveraging digital technology to shape the future of banking across Greater China, Southeast Asia, and South Asia.
What we look for
- 3+ years sales experience in consumer banking
- Proven track record in wealth management products
- Degree in business or finance
- Registered RI (Type 1 & 4) with HKSI Papers 1, 7 & 8
- Registered TR with IIQE papers 1, 2, 3 & 5
- Fluency in Mandarin and English
wealth managementFinancial PlanningConsumer Banking
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DBSDubai
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